Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
29 episodes
2 weeks ago
Doctors don't usually say this out loud — but they're always asking it: "Am I better off with you... or without you?" In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice. This conversation is about trust, shared decision-making, and professional integrity — not tactics or products. You'll hear why: "Better off" is a felt experience before it's a financial resultUncertainty drains people faster than bad newsEthica...
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Doctors don't usually say this out loud — but they're always asking it: "Am I better off with you... or without you?" In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice. This conversation is about trust, shared decision-making, and professional integrity — not tactics or products. You'll hear why: "Better off" is a felt experience before it's a financial resultUncertainty drains people faster than bad newsEthica...
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
17 minutes
9 months ago
Helping Clients Manage Money Anxiety
Do you have clients in the grips of money anxiety--especially in the face of market volatility? Your goal is to help your clients make prudent financial choices. However, please remember that many of your clients respond to financial losses as if they're being chased by the saber-toothed tiger. Their nervous systems are responding as if their life is threatened. Managing money begins with managing the body's fight-fight-flee response. This podcast episode offers tips about how to do this. Sig...
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Doctors don't usually say this out loud — but they're always asking it: "Am I better off with you... or without you?" In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice. This conversation is about trust, shared decision-making, and professional integrity — not tactics or products. You'll hear why: "Better off" is a felt experience before it's a financial resultUncertainty drains people faster than bad newsEthica...
